Smartleaf Asset Management’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Smartleaf Asset Management’s Portfolio PY Stock Details PY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$874K	Sell	17,237 -3,557	-17%	-$187K	0.03%	428
2025 Q4	$1.09M	Buy	20,794 +473	+2%	+$24.5K	0.04%	358
2025 Q3	$1.06M	Sell	20,321 -6,319	-24%	-$323K	0.07%	310
2025 Q2	$1.31M	Buy	26,640 +4,876	+22%	+$231K	0.12%	200
2025 Q1	$1.06M	Buy	21,764 +7,797	+56%	+$390K	0.1%	221
2024 Q4	$691K	Buy	13,967 +5,439	+64%	+$275K	0.07%	274
2024 Q3	$426K	Buy	8,528 +3,379	+66%	+$161K	0.05%	321
2024 Q2	$235K	Buy	5,149 +1,549	+43%	+$70.3K	0.04%	347
2024 Q1	$168K	Buy	3,600 +3,259	+956%	+$144K	0.03%	400
2023 Q4	$14.8K	Buy	+341	New	+$13.7K	﹤0.01%	718

Other funds holding PY

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $111M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Smartleaf Asset Management's PY Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Principal Exchange-Traded Funds Principal Value ETF (PY) stake by 17% in Q1 2026, selling an estimated $187K and leaving 17,237 shares worth $874K. The position accounts for 0.03% of the portfolio, ranked #428.

Smartleaf Asset Management first reported a position in PY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.31M in Q2 2025. 19 funds tracked by Wall St. Rank hold PY as of Q1 2026.

Smartleaf Asset Management held 17,237 shares of Principal Exchange-Traded Funds Principal Value ETF worth $874K as of Q1 2026.
Smartleaf Asset Management sold 3,557 Principal Exchange-Traded Funds Principal Value ETF shares in Q1 2026, an estimated $187K.
Principal Exchange-Traded Funds Principal Value ETF made up 0.03% of Smartleaf Asset Management's portfolio in Q1 2026, its #428 holding.
Smartleaf Asset Management first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Principal Exchange-Traded Funds Principal Value ETF position peaked at $1.31M in Q2 2025.
19 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.